+25,725.0%
LRCX vs CHRW
+4,173.0%
+21,552.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.1% | +4.0% | +4.6% |
| 7D | +1.9% | -1.4% | +3.3% | +2.6% |
| 30D | +0.1% | -3.5% | +3.5% | +1.5% |
| 3M | -8.5% | -19.4% | +10.9% | -0.8% |
| 6M | +38.1% | -21.4% | +59.4% | +50.2% |
| YTD | +80.1% | -7.1% | +87.2% | +79.2% |
| 1Y | +208.1% | +17.8% | +190.2% | +170.7% |
| 3Y | +350.2% | +78.8% | +271.4% | +204.0% |
| 5Y | +430.7% | +83.5% | +347.2% | +248.0% |
| 10Y | +3,633.2% | +160.2% | +3,473.0% | +1,870.9% |
| All | +25,725.0% | +4,173.0% | +21,552.0% | +2,565.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CHRW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling